Benchmark Financial Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Benchmark Financial Wealth Advisors, LLC

$264 Million
Q1 2025

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 58,563 shares of SPY stock, worth $32.5 Million. This represents 12.43% of its overall portfolio holdings.

Number of Shares

58,563

Previous 77,743 24.67%

Holding current value

$32.5 Million

Previous $45.6 Million 28.1%

% of portfolio

12.43%

Previous 14.65%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$551.42 - $612.93 $10.6 Million - $11.8 Million	-19,180 Reduced 24.67%	58,563 $32.8 Million
Q4 2024 Jan 27, 2025	BUY	$567.81 - $607.81 $3.78 Million - $4.04 Million	6,655 Added 9.36%	77,743 $45.6 Million
Q3 2024 Oct 30, 2024	BUY	$517.38 - $573.86 $3.65 Million - $4.05 Million	7,057 Added 11.02%	71,088 $40.8 Million
Q2 2024 Jul 23, 2024	BUY	$495.16 - $548.49 $1.82 Million - $2.02 Million	3,680 Added 6.1%	64,031 $34.8 Million
Q1 2024 Apr 22, 2024	BUY	$467.28 - $523.17 $1.17 Million - $1.31 Million	2,503 Added 4.33%	60,351 $31.6 Million
Q4 2023 Jan 23, 2024	BUY	$410.68 - $476.69 $2.11 Million - $2.45 Million	5,132 Added 9.74%	57,848 $27.5 Million
Q3 2023 Oct 13, 2023	BUY	$425.88 - $457.79 $1.57 Million - $1.68 Million	3,676 Added 7.5%	52,716 $22.5 Million
Q2 2023 Jul 25, 2023	BUY	$404.36 - $443.28 $5.32 Million - $5.83 Million	13,147 Added 36.63%	49,040 $21.7 Million
Q1 2023 Apr 28, 2023	BUY	$379.5 - $416.78 $3.25 Million - $3.57 Million	8,576 Added 31.39%	35,893 $14.7 Million
Q4 2022 Jan 23, 2023	BUY	$357.63 - $407.42 $3.12 Million - $3.55 Million	8,718 Added 46.87%	27,317 $0
Q3 2022 Nov 01, 2022	BUY	$357.18 - $429.7 $2.8 Million - $3.37 Million	7,848 Added 73.0%	18,599 $6.64 Million
Q2 2022 Jul 22, 2022	SELL	$365.86 - $456.8 $701,353 - $875,685	-1,917 Reduced 15.13%	10,751 $4.06 Million
Q1 2022 Apr 22, 2022	BUY	$416.25 - $477.71 $2.43 Million - $2.79 Million	5,848 Added 85.75%	12,668 $5.72 Million
Q4 2021 Jan 26, 2022	BUY	$428.64 - $477.48 $545,658 - $607,832	1,273 Added 22.95%	6,820 $3.24 Million
Q3 2021 Oct 26, 2021	BUY	$424.97 - $453.19 $603,882 - $643,982	1,421 Added 34.44%	5,547 $2.38 Million
Q2 2021 Jul 26, 2021	BUY	$400.61 - $428.06 $636,969 - $680,615	1,590 Added 62.7%	4,126 $1.77 Million
Q1 2021 Apr 26, 2021	SELL	$368.79 - $397.26 $167,799 - $180,753	-455 Reduced 15.21%	2,536 $1.01 Million
Q4 2020 Jan 20, 2021	BUY	$326.54 - $373.88 $137,146 - $157,029	420 Added 16.34%	2,991 $1.12 Million
Q3 2020 Oct 15, 2020	BUY	$310.52 - $357.7 $49,372 - $56,874	159 Added 6.59%	2,571 $861,000
Q2 2020 Jul 21, 2020	BUY	$246.15 - $323.2 $51,445 - $67,548	209 Added 9.49%	2,412 $744,000
Q1 2020 May 08, 2020	BUY	$222.95 - $338.34 $2,006 - $3,045	9 Added 0.41%	2,203 $568,000
Q4 2019 Jan 31, 2020	BUY	$288.06 - $322.94 $2,016 - $2,260	7 Added 0.32%	2,194 $706,000
Q3 2019 Nov 01, 2019	BUY	$283.82 - $302.01 $30,084 - $32,013	106 Added 5.09%	2,187 $649,000
Q2 2019 Jul 25, 2019	BUY	$274.57 - $295.86 $1,647 - $1,775	6 Added 0.29%	2,081 $610,000
Q1 2019 Apr 24, 2019	BUY	$244.21 - $284.73 $1,953 - $2,277	8 Added 0.39%	2,075 $586,000
Q4 2018 Jan 30, 2019	BUY	$234.34 - $291.73 $484,380 - $603,005	2,067 New	2,067 $517,000

Others Institutions Holding SPY

# of Institutions

5,029

Shares Held

598M

Call Options Held

370M

Put Options Held

676M

View Full List

About SPDR S&P 500 ETF TRUST

Ticker SPY
Exchange NYSE
Sector ETFs
Industry ETFs

More about SPY

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Benchmark Financial Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History